Retirement Plans Designed for Construction Companies
On February 9, 2021, Tom Santa Barbara, President of DirectAdvisors, spoke at The Bonadio Group’s New York State Construction Industry Conference. Tom’s main presentation — entitled “Retirement Plans Designed for Construction Companies” — focused on exciting...
DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)
DirectAdvisors is pleased to announce our 2nd video podcast in our ongoing retirement plan podcast series. Our guest in this episode was Matt Petralia, Regional Director, Northeast Region of Newport Retirement Services (Newport Group). Matt spent a few minutes speaking with DirectAdvisors’ Co-Founder and President, Tom Santa Barbara, on multi-employer plans, with a particular focus on Pooled Employer Plans (PEPs), which were introduced as part of the SECURE Act of 2019.
DirectAdvisors — CEFEX Video Podcast: CEFEX Certification
DirectAdvisors is proud to announce our first video podcast! We were excited to have Matt Boyle, Director of Operations at CEFEX, as our first guest. Matt spent a few minutes this afternoon speaking with DirectAdvisors’ Chief Investment Officer, Jeff Ricchiuti, on CEFEX certification — what it means, how it benefits our clients, and what the CEFEX process involves.
Fiduciary Liability Insurance vs. ERISA Fidelity Bonds
As you might be aware, fiduciary liability insurance and ERISA fidelity bonds are not one and the same. Both serve to mitigate risk for fiduciaries, and both are critical aspects of an employee benefit plan. However, it’s important to understand the differences between these two safety nets, as well as the degree to which your plan should be protected by each.
DirectAdvisors Completes 3rd Annual Renewal of CEFEX Certification
DirectAdvisors is proud to announce that it has successfully completed its 3rd annual renewal of its CEFEX certification.